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Jennifer Smith

Advisor at Elevation Point Wealth Partners, LLC

Updated today

Location

Aitkin, MN 56431

Credentials

Series 66

Industry experience

24 years

About

Jennifer Smith is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. She is also an independent insurance agent for various companies. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Client services

Based on Elevation Point Wealth Partners, LLC

Portfolio management Selection of other advisers Consulting

Expertise

Based on Elevation Point Wealth Partners, LLC

Private / alternative investments Active portfolio management Tax-loss harvesting

Occupation focus

Based on Elevation Point Wealth Partners, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for project-based services generally range from $500 to over $100,000.

Percentage

$0+: 0.10% - 2.50% annually (negotiable, based on client assets under management) $0+: 0.30% - 0.40% annually for Elevation Point Managed Volatility and Summit Portfolios

Commissions

Certain investment adviser representatives are also registered representatives of a broker-dealer and may receive commissions on brokerage products; commission-based Fixed Insurance Products are sold by licensed insurance agents affiliated with the firm.

Project-based

$65 - $500 per hour for consulting or financial planning services.

Other

Account minimum: $100,000

Location

312 Minnesota Ave N, Suite 2004

Aitkin, MN 56431

Most active in

Minnesota

Work history

Elevation Point Wealth Partners, LLC

2025 - Present (1 year)

Triton Wealth

2022 - 2025 (3 years)

Cambridge Investment Research Advisors

2017 - 2023 (6 years)

Cambridge Investment Research, Inc.

2017 - 2023 (6 years)

Wells Fargo Clearing

2016 - 2017 (1 year)

WELLS FARGO ADVISORS LLC

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul Bryan Z

Series 66

Aitkin, MN

Kodiak Investment Management LLC

Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Passive / index investing Tax-loss harvesting
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Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Options & derivatives strategies Educators, Teachers, and Academics
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Wesley H

Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Wesley Hoppe is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent insurance agent. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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Noah G

Series 63, Series 65

Crosby, MN

EFS Advisors

Noah Gindorff is a financial advisor at EFS Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual, and has diverse experience including roles with the Pittsburgh Steelers, Seattle Seahawks, and Stockard Construction. Outside of financial advising, he serves as a radio sideline analyst for NDSU football on weekends. EFS Advisors provides investment advisory and financial consulting services to a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system for portfolio recommendations and conducts regular fund performance reviews through an in-house Advisory Committee.

Options & derivatives strategies Educators, Teachers, and Academics
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Michael R

Series 63, Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. In addition to his advisory role, he is an independent insurance agent and a principal of Triton Holdings, LLC. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
user avatar

William R

Series 65

Aitkin, MN

Elevation Point Wealth Partners, LLC

William Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, Ryan operates as an independent insurance agent, working with various insurance companies on life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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